Goldstone Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.71M	Sell	58,751 -35,451	-38%	-$3.54M	0.62%	44
2025 Q4	$9.07M	Buy	94,202 +660	+0.7%	+$63.5K	1.01%	31
2025 Q3	$9.03M	Buy	93,542 +2,558	+3%	+$242K	1.07%	29
2025 Q2	$8.53M	Sell	90,984 -1,066	-1%	-$92.1K	1.13%	27
2025 Q1	$7.83M	Sell	92,050 -6,046	-6%	-$539K	1.19%	26
2024 Q4	$8.67M	Buy	98,096 +16,581	+20%	+$1.5M	1.36%	23
2024 Q3	$7.18M	Buy	81,515 +12,120	+17%	+$1.02M	1.25%	24
2024 Q2	$5.63M	Buy	69,395 +10,797	+18%	+$879K	1.13%	24
2024 Q1	$4.93M	Buy	58,598 +12,600	+27%	+$998K	1.13%	24
2023 Q4	$3.58M	Buy	45,998 +12,863	+39%	+$914K	0.92%	28
2023 Q3	$2.29M	Buy	33,135 +2,860	+9%	+$209K	0.68%	34
2023 Q2	$2.21M	Buy	30,275 +8,316	+38%	+$578K	0.65%	33
2023 Q1	$1.54M	Buy	+21,959	New	+$1.55M	0.51%	38